Skip to main content
  1. Navigate to Documents in the main menu (These are your internal organization documents and do not belong to any specific client)
  2. Click ‘Create a document’ down the bottom-left to create a new top-level document
  3. Give the document a title
  4. Add content to the document by typing whatever you want
    Or add a block by typing forward slash ‘/’ E.g. formatting, code, table, image carousel etc.
  5. Click ‘Save’ up the top-right
Tips!
  • Nested documents can be created via the 3-dot menu on each document
  • A blank document with nested documents will display the nested documents in a list
  • Formatting text as a heading will then display the heading in the contents bar on the far right
  • Drag-and-drop attachments directly onto the document while editing to upload (they appear in the bottom-left of the document)

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The 3 Dots Menu

The 3-dots menu allows for extra functionality. This can be accessed via the hover 3-dot in the document list or via the 3-dot menu on the far-right of each document.
  • Star: this allows you to star your favorite documents for easier access
  • New nested document: this creates a new nested document below your selection
  • Copy link: this copies a direct link to this document for use in Teams etc. (user must have access to Gorelo to use this)
  • Duplicate: this duplicates the current document and places it at the same level
  • Move: this allows you to move a document anywhere in Gorelo (including to other Clients)
  • Archive: this archives the document (accessible via the Archive button down the bottom left)
  • Open in new tab: this open the document in a new Gorelo tab
  • Restore previous version: this allows you to see previous version history and restore
  • Make public: this publishes the document to the Client Portal
    (your organization documents will be published to the portal for ALL clients, documents under specific clients will only be published to the portal for that specific client)